See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,711 | $82,664+169.4% | $125,339+77.7% | $68,494+225.2% |
| Participation rate | 73.2% | 75.0%-1.9pp | 82.4%-9.2pp | 67.9%+5.3pp |
| Annual return | -12.50% | -5.97%-6.5pp | 572.05%-584.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,472 | $6,110+55.0% | $7,446+27.2% | $4,027+135.2% |
| Admin fee / account holder | $4,601 | $6,275-26.7% | $10,010-54.0% | $5,403-14.8% |